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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
701
Bogart Wealth LLC
Virginia
$3.07K +$3.21K +187 New
IAAG
702
Innovative Asset Advisors Group
Connecticut
$3.06K +$3.19K +186 New
FNWA
703
Financial Network Wealth Advisors
Utah
$3.04K +$257 +15 +9%
SIM
704
Synergy Investment Management
Florida
$2.88K +$3K +175 New
MB
705
MidFirst Bank
Oklahoma
$2.84K +$2.96K +173 New
SC
706
SouthState Corp
Florida
$2.68K +$1.34K +78 +92%
FFO
707
Fortitude Family Office
Arizona
$2.51K +$446 +26 +20%
FMP
708
Financial Management Professionals
Texas
$2.5K +$411 +24 +19%
CCC
709
Chelsea Counsel Company
California
$2.46K – – –
RWM
710
Raffa Wealth Management
District of Columbia
$2.3K +$1.59K +93 +198%
PWMG
711
Private Wealth Management Group
New Jersey
$2.28K +$617 +36 +35%
CCWM
712
Cassaday & Co Wealth Management
Virginia
$2.28K +$2.38K +139 New
BC
713
Barrett & Company
Rhode Island
$2.26K – – –
BW
714
Basepoint Wealth
Iowa
$2.18K +$51 +3 +2%
CFG
715
Clayton Financial Group
Missouri
$2.05K – – –
IWM
716
IMG Wealth Management
Florida
$2.05K +$103 +6 +5%
AGWCA
717
Annis Gardner Whiting Capital Advisors
Florida
$2.02K +$2.11K +123 New
FCAS
718
First Command Advisory Services
Texas
$2K – – –
HB
719
Horizon Bancorp
Indiana
$2K – – –
AP
720
Aspect Partners
Virginia
$1.87K – – –
SJIM
721
St. Johns Investment Management
Florida
$1.81K – – –
SFAM
722
Sawyer Falduto Asset Management
Illinois
$1.64K – – –
AT
723
Arlington Trust
Alabama
$1.54K +$1.61K +94 New
HNW
724
High Note Wealth
Minnesota
$1.51K -$2K -117 -56%
SWM
725
SHP Wealth Management
Massachusetts
$1.51K +$617 +36 +64%
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